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Sundaram Rural India Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
22.276 0.03 (0.13%)

NAV as on 20 Apr, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 20 Apr, 2018)

Period Returns (%) Rank #
1 mth 6.9 17
3 mth -1.9 42
6 mth 4.6 68
1 year 16.2 46
2 year 35.7 13
3 year 28.0 5
5 year 42.3 21

# Moneycontrol Rank within Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 11.1 3.9 -1.1 8.3 26.7
2016 -2.1 18.4 7.1 -16.0 7.8
2015 0.2 1.3 -1.4 -1.3 0.5
2014 5.1 10.8 7.4 8.5 36.4
2013 -13.7 0.5 -6.3 14.3 -3.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.2 -10.4 -6.4 -0.6 35.7 28.0 42.3
Category avg 4.3 -4.0 3.3 12.5 17.8 9.2 11.8
Difference of Fund returns and Category returns -4.5 -6.4 -9.7 -13.1 17.9 18.8 30.5
Best of category 9.0 2.5 18.7 37.8 45.8 26.1 29.5
Worst of category -11.2 -18.3 -13.5 -16.9 4.8 2.3 7.5
Benchmark returns # 4.8 -4.3 4.4 16.3 18.8 10.4 15.3
Difference of Fund returns and Benchmark returns -5.0 -6.1 -10.8 -16.9 16.9 17.6 27.0
Sundaram Rural India Fund - Direct Plan (D) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of \"Companies that are focussing on Rural India

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 500
Asset Size (Rs cr) 161.46 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.1.50 (Mar-26-2018) View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar / Avinash Agarwal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Motilal Oswal Multicap 35 - D (G) Rank 3
4,781.51 -2.0 3.7 15.7 18.4 --
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -4.1 3.7 9.2 8.2 21.7
HDFC Equity Fund (G) Rank 3
15,669.21 -8.5 4.7 12.1 9.2 17.2
Motilal Oswal Multicap 35 - (G) Rank 2
7,108.39 -2.3 3.3 14.7 17.4 --
Franklin India Prima Plus (G) Rank 4
9,650.87 -5.1 3.0 11.7 9.9 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 18)

Equity Sector Value
(Rs cr)
Asset %
M&M Automotive 109.84 4.63
HUL Cons NonDurable 106.65 4.49
ITC Tobacco 86.22 3.63
UPL Chemicals 81.76 3.44
NCC Cement 67.17 2.83
SBI Banking/Finance 56.66 2.39
Heritage Foods Food & Beverage 55.46 2.34
Ujjivan Financi Banking/Finance 53.93 2.27
Britannia Food & Beverage 51.44 2.17
Maruti Suzuki Automotive 48.68 2.05

Full Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Chemicals 19.13 0.00 0.00
Cons NonDurable 11.90 0.00 0.00
Food & Beverage 11.49 0.00 0.00
Banking/Finance 10.54 0.00 0.00
Automotive 9.23 0.00 0.00
Cement 9.18 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 95.81
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 4.40
Cash / Call -0.25

View All

Concentration

Holdings (%)
Top 5 19.02
Top 10 30.24
Sector (%)
Top 3 42.52

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